Halma Gestione
Criteri Gestione verificati 3/4
Halma Il CEO è Marc Ronchetti, nominato in Apr2023, e ha un mandato di 3.08 anni. la retribuzione annua totale è £ 5.06M, composta da 18.5% di stipendio e 81.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.043% delle azioni della società, per un valore di £ 7.48M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.1 anni e 5.1 anni.
Informazioni chiave
Marc Ronchetti
Amministratore delegato
UK£5.1m
Compenso totale
| Percentuale dello stipendio del CEO | 18.47% |
| Mandato del CEO | 3.1yrs |
| Proprietà del CEO | 0.04% |
| Durata media del management | 5.1yrs |
| Durata media del Consiglio di amministrazione | 5.1yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • May 27
Should You Investigate Halma plc (LON:HLMA) At UK£46.06?
Halma plc ( LON:HLMA ) saw a significant share price rise of 27% in the past couple of months on the LSE. The company's...
Nuova narrazione • May 13
AI Data Center Reliance And Heavy Investment Will Heighten Future Earnings Risk
Catalysts About Halma Halma is a group of companies that supplies safety, environmental and healthcare technologies to customers worldwide. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione • Apr 25
HLMA: Higher Assumptions And Neutral Stance Will Support Premium Future P/E
Halma's analyst price target has been adjusted from £40.00 to £41.50. Analysts link this shift to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E.Aggiornamento della narrazione • Apr 09
HLMA: Slightly Higher Assumptions And Neutral Views Will Support Premium P/E
Narrative update on Halma The updated analyst price target for Halma now reflects the recent Street moves to £4,150 per share. Analysts point to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind this change.Articolo di analisi • Apr 04
We Ran A Stock Scan For Earnings Growth And Halma (LON:HLMA) Passed With Ease
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Aggiornamento della narrazione • Mar 26
HLMA: Slightly Higher Revenue Assumptions Will Support Premium Future P/E
Halma's analyst price target has shifted higher to £4,150 from £4,000, as analysts point to updated assumptions for slightly stronger revenue growth and valuation multiples, along with modestly adjusted profit margin expectations. Analyst Commentary Recent research presents a mixed but generally balanced view on Halma, with price targets adjusted to reflect updated assumptions on revenue growth, valuation multiples, and profit margins.Aggiornamento della narrazione • Mar 11
HLMA: Stable Assumptions And Lower Risk Will Support Premium Future P/E
Analysts have increased their price target on Halma by £4.50, citing updated assumptions on discount rates, profit margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts link the £4.50 price target uplift to revised discount rate assumptions, suggesting they see Halma's cash flows as less risky than before, which supports a higher valuation multiple.Aggiornamento della narrazione • Feb 24
HLMA: Steady Earnings Assumptions Will Likely Sustain Premium Future P/E
Analysts have nudged their price target for Halma higher to £38.69 from £38.38, citing modest adjustments to revenue growth, profit margin and future P/E assumptions following recent research updates, including the latest increase from Berenberg. Analyst Commentary Bullish Takeaways Bullish analysts supporting the higher £38.69 target point to incremental tweaks in revenue and margin assumptions as enough to justify a slightly richer valuation without changing the core thesis on Halma.Articolo di analisi • Feb 10
Halma (LON:HLMA) Has Some Way To Go To Become A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Aggiornamento della narrazione • Feb 07
HLMA: Modest Fair Value Shift Will Likely Support High P/E Expectations
Analysts have slightly increased their price targets on Halma, raising the revised fair value estimate to £38.38 per share from £38.05, reflecting modest adjustments to assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research updates on Halma point to a slightly higher fair value estimate per share at £38.38, alongside an increased price target of 450 GBp in one of the latest notes.Aggiornamento della narrazione • Jan 22
HLMA: Higher Fair Value Assumptions Will Likely Support Premium P/E Multiple
Halma's analyst price target has been lifted by £0.72 to £38.05, with analysts pointing to updated assumptions around fair value, revenue growth, profit margins and future P/E levels as key drivers behind the change. Analyst Commentary Bullish Takeaways Bullish analysts see the higher £38.05 target as better reflecting their updated fair value work, which now builds in revised assumptions around revenue, margins and the P/E they are prepared to apply.Articolo di analisi • Jan 11
What Does Halma plc's (LON:HLMA) Share Price Indicate?
Today we're going to take a look at the well-established Halma plc ( LON:HLMA ). The company's stock saw a decent share...Aggiornamento della narrazione • Jan 07
HLMA: Slightly Higher Fair Value Will Likely Support Premium Multiple
Analysts have nudged their price target for Halma slightly higher to £37.33 from £37.11, citing updated assumptions around modestly stronger revenue growth, slightly higher profit margins and a marginally lower future P/E multiple. Valuation Changes Fair Value: Revised slightly higher from £37.11 to £37.33 per share.Aggiornamento della narrazione • Dec 15
HLMA: Raised Price Views Will Likely Sustain Premium Multiple Amid Mixed Sentiment
The analyst price target for Halma has been nudged higher, with our updated fair value estimate rising from about £36.67 to £37.11 per share. Analysts highlight a richer future earnings multiple supported by a series of upward target revisions across the Street, despite slightly softer long term growth and margin assumptions.Articolo di analisi • Dec 15
Is Halma (LON:HLMA) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Dec 01
Does Halma (LON:HLMA) Deserve A Spot On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Aggiornamento della narrazione • Dec 01
HLMA: Upgraded Profit Margins Will Likely Sustain Fair Value Amid Cautious Optimism
Halma’s analyst price target has increased by nearly £2.38 to reflect upgraded forecasts for revenue growth and profit margins. Analysts cite recent positive research updates supporting the company’s outlook.Articolo di analisi • Nov 18
Halma plc's (LON:HLMA) Business Is Yet to Catch Up With Its Share Price
When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...Aggiornamento della narrazione • Nov 17
HLMA: Margins and Execution Will Support Steady Performance Amid Valuation Caution
Halma's analyst price target has risen modestly, up by approximately £0.09 to £34.30. Analysts highlight improved profit margins and moderate adjustments to growth forecasts.Articolo di analisi • Nov 05
Returns At Halma (LON:HLMA) Appear To Be Weighed Down
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Aggiornamento della narrazione • Nov 01
HLMA: Upward Pricing Revisions Will Underpin Confidence Despite Valuation Concerns
Halma's analyst price target has increased significantly. Analysts cite improved confidence in the company's high-growth prospects and sustainable margins, as reflected by recent upward revisions to targets such as £3,690 and £3,770 per share.Aggiornamento della narrazione • Oct 18
Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies
Halma’s analyst price target has increased by approximately £0.24 to £34.20. Analysts cite ongoing revenue growth and recently raised price targets from multiple firms to support the positive outlook.Aggiornamento della narrazione • Oct 04
Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies
Halma's analyst price target has increased from £32.74 to £33.97 per share, as analysts cite improved revenue growth expectations and confidence in the company's high-return business model. Analyst Commentary Recent street research reflects a mix of optimism and caution among analysts.Aggiornamento della narrazione • Sep 19
Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies
Analysts have modestly raised Halma’s price target to £32.74, reflecting confidence in its resilient, high-growth business model and acquisition strategy, though some remain cautious on valuation. Analyst Commentary Bullish analysts cite Halma's high-growth, high-returns business model as sustainable, supporting higher valuation multiples.Aggiornamento della narrazione • Sep 04
Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies
Analysts reaffirm their positive outlook on Halma, citing its strong market position, resilient profitability, and improving growth prospects, with the consensus price target unchanged at £32.39. Analyst Commentary Recognition of Halma’s sustainable high-growth, high-returns business model.Articolo di analisi • Aug 24
These 4 Measures Indicate That Halma (LON:HLMA) Is Using Debt Safely
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Aug 10
Here's Why Halma (LON:HLMA) Has Caught The Eye Of Investors
LSE:HLMA 1 Year Share Price vs Fair Value Explore Halma's Fair Values from the Community and select yours For...Articolo di analisi • Jul 27
Halma (LON:HLMA) Hasn't Managed To Accelerate Its Returns
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Articolo di analisi • Jul 13
Halma plc's (LON:HLMA) Business Is Trailing The Market But Its Shares Aren't
Halma plc's ( LON:HLMA ) price-to-earnings (or "P/E") ratio of 41x might make it look like a strong sell right now...
Nuova narrazione • Nov 24
Calculated Acquisitions And Robust R&D Drive Long-Term Growth Amid Market Challenges
Strong cash generation and balance sheet support significant R&D and acquisition investments, ensuring sustainable growth and increased future revenues and earnings.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | UK£347m |
| Jun 30 2025 | n/a | n/a | UK£322m |
| Mar 31 2025 | UK£5m | UK£934k | UK£296m |
| Dec 31 2024 | n/a | n/a | UK£291m |
| Sep 30 2024 | n/a | n/a | UK£287m |
| Jun 30 2024 | n/a | n/a | UK£278m |
| Mar 31 2024 | UK£4m | UK£900k | UK£269m |
| Dec 31 2023 | n/a | n/a | UK£253m |
| Sep 30 2023 | n/a | n/a | UK£238m |
| Jun 30 2023 | n/a | n/a | UK£236m |
| Mar 31 2023 | UK£2m | UK£666k | UK£235m |
| Dec 31 2022 | n/a | n/a | UK£229m |
| Sep 30 2022 | n/a | n/a | UK£224m |
| Jun 30 2022 | n/a | n/a | UK£234m |
| Mar 31 2022 | UK£2m | UK£482k | UK£244m |
| Dec 31 2021 | n/a | n/a | UK£253m |
| Sep 30 2021 | n/a | n/a | UK£262m |
| Jun 30 2021 | n/a | n/a | UK£233m |
| Mar 31 2021 | UK£2m | UK£404k | UK£203m |
| Dec 31 2020 | n/a | n/a | UK£190m |
| Sep 30 2020 | n/a | n/a | UK£177m |
| Jun 30 2020 | n/a | n/a | UK£181m |
| Mar 31 2020 | UK£2m | UK£425k | UK£184m |
Compensazione vs Mercato: La retribuzione totale di Marc ($USD 6.79M ) è circa la media per le aziende di dimensioni simili nel mercato UK ($USD 7.35M ).
Compensazione vs guadagni: La retribuzione di Marc è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Marc Ronchetti (49 yo)
3.1yrs
Mandato
UK£5,056,000
Compensazione
Mr. Marc Arthur Ronchetti served as Group Chief Financial Officer of Halma plc since June 30, 2018 until January 16, 2023 and serves as its Executive Director since July 01, 2018 and serves as its Group Ch...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO | 3.1yrs | UK£5.06m | 0.043% £ 7.5m | |
| CFO, Member of Executive Board & Executive Director | 1.1yrs | UK£513.00k | 0.0027% £ 469.2k | |
| Group Talent | 12.2yrs | UK£2.55m | 0.010% £ 1.8m | |
| CTO & Member of Executive Board | 6.7yrs | Nessun dato | 0.0020% £ 350.1k | |
| CEO of Safety Sector & Member of Executive Board | 5.7yrs | Nessun dato | Nessun dato | |
| Chief Sustainability Officer | 5.1yrs | Nessun dato | 0.012% £ 2.1m | |
| Sector Chief Executive of Healthcare & Member of Executive Board | 4.5yrs | Nessun dato | Nessun dato | |
| Group General Counsel & Member of Executive Board | 1.7yrs | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| CEO of Divisional | no data | Nessun dato | Nessun dato | |
| Divisional Chief Executive of Environmental & Analysis Sector | no data | Nessun dato | Nessun dato | |
| Company Secretary | 6yrs | Nessun dato | Nessun dato |
5.1yrs
Durata media
52yo
Età media
Gestione esperta: Il team dirigenziale di HLMA è esperto e expertise (durata media dell'incarico 5.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO | 7.8yrs | UK£5.06m | 0.043% £ 7.5m | |
| CFO, Member of Executive Board & Executive Director | 10.3yrs | UK£513.00k | 0.0027% £ 469.2k | |
| Group Talent | 9.7yrs | UK£2.55m | 0.010% £ 1.8m | |
| Independent Non-Executive Director | 2.3yrs | UK£77.00k | 0.00053% £ 92.8k | |
| Independent Non-Executive Director | 5.1yrs | UK£77.00k | 0.00068% £ 119.0k | |
| Independent Non-Executive Director | less than a year | Nessun dato | 0.000090% £ 15.8k | |
| Independent Non-Executive Chair | 5.3yrs | UK£437.00k | 0.0027% £ 463.9k | |
| Independent Non-Executive Director | less than a year | Nessun dato | 0.0021% £ 371.1k | |
| Senior Independent Non-Executive Director | 9.6yrs | UK£119.00k | 0.00053% £ 92.8k | |
| Independent Non-Executive Director | 4.4yrs | UK£82.00k | 0.000050% £ 8.8k | |
| Independent Non-Executive Director | 2.7yrs | UK£77.00k | 0.00026% £ 45.5k |
5.1yrs
Durata media
59yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HLMA sono considerati esperti (durata media dell'incarico 5.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/27 14:01 |
| Prezzo dell'azione a fine giornata | 2026/05/27 00:00 |
| Utili | 2025/09/30 |
| Utili annuali | 2025/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Halma plc è coperta da 31 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Richard Paige | Barclays |
| Jonathan Hurn | Barclays |
| Andrew Simms | Berenberg |